Perion Network
PERI
109 hedge funds and large institutions have $217M invested in Perion Network in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 29 closing their positions.
5% more capital invested
Capital invested by funds: $207M → $217M (+$10.2M)
1.2% less ownership
Funds ownership: 54.93% → 53.73% (-1.2%)
11% less funds holding
Funds holding: 123 → 109 (-14)
28% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 39
38% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 29
77% less call options, than puts
Call options by funds: $2.37M | Put options by funds: $10.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.5M |
| 2 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
+$1.51M |
| 3 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
+$1.27M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.08M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$811K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.67M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$1.41M |
| 3 |
SFM
Sphera Funds Management
Tel Aviv,
Israel
|
-$1.11M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.1M |
| 5 |
GS
GTS Securities
New York
|
-$954K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SW
126
Simplicity Wealth
Summit,
New Jersey
| – | -$114K | -14,501 | Closed |
|
|
CC
127
Centiva Capital
New York
| – | -$79K | -10,025 | Closed |
|
|
SPIA
128
Steward Partners Investment Advisory
New York
| – | -$26.6K | -3,375 | Closed |
|
|
BTI
129
Blue Trust Inc
Alpharetta,
Georgia
| – | -$17.6K | -2,111 | Closed |
|
|
TCPG
130
Trivant Custom Portfolio Group
San Diego,
California
| – | -$7.88K | -1,000 | Closed |
|
|
AF
131
Allworth Financial
Folsom,
California
| – | -$4.84K | -614 | Closed |
|
132
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$4K | -557 | Closed |
|
133
Lazard Asset Management
New York
| – | -$1K | -134 | Closed |
|
134
Mirae Asset Global ETFs Holdings
Causeway Bay,
Hong Kong
| – | -$909 | -114 | Closed |
|
|
SSG
135
Summit Securities Group
New York
| – | -$1K | -95 | Closed |
|
|
CAM
136
Creekmur Asset Management
Morton,
Illinois
| – | -$299 | -38 | Closed |
|
137
Citigroup
New York
| – | -$8 | -1 | Closed |
|
PERI Hedge Fund Activity: Q4 2024 in Review
109 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Perion Network (PERI) for Q4 2024, worth a combined $217M — up 4.9% from $207M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of PERI and 18 opened new positions — a net loss of 11 holders — while 39 trimmed existing stakes and 28 added.
The largest buyer was UBS Group, adding an estimated $2.5M. The largest seller was Morgan Stanley, cutting an estimated $4.67M.
- 109 institutional investors held Perion Network (PERI) as of Q4 2024, down from 123 in Q3 2024.
- Funds reported $217M of Perion Network stock for Q4 2024, up 4.9% quarter-over-quarter.
- 18 funds opened new Perion Network positions in Q4 2024 and 29 closed out, a net change of -11 holders.
- The largest Perion Network buyer in Q4 2024 was UBS Group, an estimated $2.5M added.
- The largest Perion Network seller in Q4 2024 was Morgan Stanley, an estimated $4.67M sold.
Based on aggregated 13F filings for Q4 2024.